SAP Knowledge Base Article - Public

2806264 - The Industry value is not passed when converting a Lead to Account and Contact

Symptom

You have added via adaptation mode the field Industry to the Convert to Account and Contact screen in the Leads. You maintain a value in this field. However, when the lead is being converted, the field Industry appears empty.

Environment

SAP Sales Cloud

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Leads view.
  3. Open a lead which has not been converted yet.
  4. Enter a value into the Industry field.
  5. Click on Actions > Convert to Account and Contact.
  6. Note that the value in Industry is not passed over.
  7. Select a value for this field in the Convert screen.
  8. Click on Save and Open.
    RESULT: The Industry field in the account is empty.
  9. Industry_Account.png

Cause

Convert to Account & Contact Screen:

This screen has as entry point and leading Object the Business Object "Business Partner" (Representing the Instance of the Contact). Hence when you add via Key User Tools the field "Industry", you will add the Field Industry of the Contact --> This is however empty and not used. In the Lead Instance the Industry of the Customer is shown. Unfortunately it is at the moment not possible to add the field "Industry" of the Customer into the screen "Convert to Account & Contact".

The behaviour is different in the Convert to Account Screen:

This screen has as entry point and leading Object the Business Object "Customer". Hence we you add via Key User Tools the field "Industry", you will add the Field Industry of the Customer. However, technically the Industry for Account in Lead is already stored in the Account. Hence there is also no copy from Lead to Account, when Converting a Lead to an Account.

The data seen in Lead are already the data from Account.

Resolution

We are evaluating if the field Industry of the Customer can be added to the Convert to Account & Contact Screen in a future release, and we will disable the field "Industry" from Key User Tools in the screen "Convert to Account & Contact" as it does not make sense to be added.

We cannot provide any timeframe for the above.

See Also

2568923 - Fields are Blank or Greyed Out When Converting Or Associating Lead to Account or Contact

2558370 - The Fields Are Read-Only When Converting a Lead to an Account

Keywords

account, lead, convert, industry, Add Other Fields , KBA , LOD-CRM-LM , Lead Management , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions